Lord Abbett Multi-Asset Balanced Opportunity Fund Class R6 BLAVX

Morningstar Medalist Rating

Strategy

The investment seeks current income and capital growth. The fund is a "fund-of-funds" that invests in affiliated investment companies (the "underlying funds") managed by Lord, Abbett & Co. LLC ("Lord Abbett"). Under normal conditions, through the underlying funds, it indirectly invests in U.S. equity securities, fixed income securities and select foreign (including emerging market) securities. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
BLAFX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class FNo LoadOpen $5.84M1.160%High$0−$1.29M
LOBFX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class F3No LoadOpen $208,694.000.990%Above Average$0$150,363.85
LABYX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class IInstitutionalOpen $77.35M1.060%High$1M−$14.08M
LABFX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class AFront LoadOpen $1.77B1.310%High$1,500−$146.73M
BFLAX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class CLevel LoadOpen $33.34M2.060%High$1,500−$11.51M
LABPX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class PLevel LoadLimited $14.001.510%Below Average$0−$147,927.39
BLATX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R5Retirement, LargeOpen $53,846.001.060%High$0−$6,913.81
BLAVX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R6Retirement, LargeOpen $12.43M0.990%High$0−$707,286.32
BLARX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R3Retirement, MediumOpen $43.86M1.560%High$0−$4.76M
BLASX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R4Retirement, MediumOpen $12.92M1.310%Above Average$0−$712,538.33
BLAQX
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R2Retirement, SmallOpen $1.04M1.660%High$0−$49,267.98

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